EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.43B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.3M
3
+$14M
4
PGR icon
Progressive
PGR
+$9.48M
5
UBER icon
Uber
UBER
+$6.75M

Top Sells

1
+$63.8M
2
+$41.8M
3
+$11.4M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
WMB icon
Williams Companies
WMB
+$9.31M

Sector Composition

1 Technology 28.18%
2 Financials 21%
3 Consumer Discretionary 13.7%
4 Healthcare 5.69%
5 Communication Services 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.59M 0.02%
12,399
+667
177
$1.56M 0.02%
13,116
+492
178
$1.56M 0.02%
53,090
179
$1.56M 0.02%
35,624
180
$1.54M 0.02%
46,026
-24,980
181
$1.52M 0.02%
4,746
-40
182
$1.52M 0.02%
8,132
183
$1.49M 0.02%
4,252
184
$1.45M 0.02%
4,865
-497
185
$1.44M 0.02%
8,837
-233,103
186
$1.42M 0.02%
35,020
187
$1.34M 0.02%
7,333
188
$1.34M 0.02%
22,338
-558
189
$1.31M 0.02%
9,008
-50
190
$1.29M 0.02%
6,123
191
$1.28M 0.02%
35,949
+316
192
$1.26M 0.02%
5,297
-475
193
$1.23M 0.02%
5,995
+15
194
$1.22M 0.02%
37,058
195
$1.21M 0.02%
4,813
+6
196
$1.2M 0.02%
9,335
-10
197
$1.2M 0.02%
28,366
+948
198
$1.19M 0.02%
6,304
199
$1.17M 0.02%
11,909
-1,576
200
$1.16M 0.02%
3,247
-51
6 7
8
9 10